| IVOD_ID |
159042 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/159042 |
| 日期 |
2025-03-13 |
| 會議資料.會議代碼 |
委員會-11-3-20-2 |
| 會議資料.會議代碼:str |
第11屆第3會期財政委員會第2次全體委員會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
3 |
| 會議資料.會次 |
2 |
| 會議資料.種類 |
委員會 |
| 會議資料.委員會代碼[0] |
20 |
| 會議資料.委員會代碼:str[0] |
財政委員會 |
| 會議資料.標題 |
第11屆第3會期財政委員會第2次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-03-13T09:15:17+08:00 |
| 結束時間 |
2025-03-13T09:27:45+08:00 |
| 影片長度 |
00:12:28 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/3b972b8f6f00770f8b4645e6c4f88cd6e83d902c8d6dd6c2bbf0a69acbcd9c1c7446958c994ab1495ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
林德福 |
| 委員發言時間 |
09:15:17 - 09:27:45 |
| 會議時間 |
2025-03-13T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第3會期財政委員會第2次全體委員會議（事由：邀請中央銀行楊總裁金龍率所屬單位主管暨財金資訊股份有限公司董事長列席業務報告，並備質詢。） |
| transcript.pyannote[0].speaker |
SPEAKER_00 |
| transcript.pyannote[0].start |
6.12284375 |
| transcript.pyannote[0].end |
16.16346875 |
| transcript.pyannote[1].speaker |
SPEAKER_00 |
| transcript.pyannote[1].start |
17.15909375 |
| transcript.pyannote[1].end |
18.79596875 |
| transcript.pyannote[2].speaker |
SPEAKER_00 |
| transcript.pyannote[2].start |
21.63096875 |
| transcript.pyannote[2].end |
22.39034375 |
| transcript.pyannote[3].speaker |
SPEAKER_01 |
| transcript.pyannote[3].start |
26.05221875 |
| transcript.pyannote[3].end |
27.01409375 |
| transcript.pyannote[4].speaker |
SPEAKER_00 |
| transcript.pyannote[4].start |
26.77784375 |
| transcript.pyannote[4].end |
35.67096875 |
| transcript.pyannote[5].speaker |
SPEAKER_01 |
| transcript.pyannote[5].start |
33.17346875 |
| transcript.pyannote[5].end |
33.25784375 |
| transcript.pyannote[6].speaker |
SPEAKER_00 |
| transcript.pyannote[6].start |
36.12659375 |
| transcript.pyannote[6].end |
40.07534375 |
| transcript.pyannote[7].speaker |
SPEAKER_00 |
| transcript.pyannote[7].start |
40.21034375 |
| transcript.pyannote[7].end |
56.76471875 |
| transcript.pyannote[8].speaker |
SPEAKER_00 |
| transcript.pyannote[8].start |
57.20346875 |
| transcript.pyannote[8].end |
74.48346875 |
| transcript.pyannote[9].speaker |
SPEAKER_00 |
| transcript.pyannote[9].start |
74.82096875 |
| transcript.pyannote[9].end |
75.36096875 |
| transcript.pyannote[10].speaker |
SPEAKER_01 |
| transcript.pyannote[10].start |
75.36096875 |
| transcript.pyannote[10].end |
75.51284375 |
| transcript.pyannote[11].speaker |
SPEAKER_01 |
| transcript.pyannote[11].start |
75.88409375 |
| transcript.pyannote[11].end |
77.11596875 |
| transcript.pyannote[12].speaker |
SPEAKER_01 |
| transcript.pyannote[12].start |
77.45346875 |
| transcript.pyannote[12].end |
88.55721875 |
| transcript.pyannote[13].speaker |
SPEAKER_01 |
| transcript.pyannote[13].start |
89.04659375 |
| transcript.pyannote[13].end |
100.08284375 |
| transcript.pyannote[14].speaker |
SPEAKER_00 |
| transcript.pyannote[14].start |
98.15909375 |
| transcript.pyannote[14].end |
98.69909375 |
| transcript.pyannote[15].speaker |
SPEAKER_00 |
| transcript.pyannote[15].start |
100.08284375 |
| transcript.pyannote[15].end |
101.11221875 |
| transcript.pyannote[16].speaker |
SPEAKER_00 |
| transcript.pyannote[16].start |
101.73659375 |
| transcript.pyannote[16].end |
109.97159375 |
| transcript.pyannote[17].speaker |
SPEAKER_01 |
| transcript.pyannote[17].start |
109.97159375 |
| transcript.pyannote[17].end |
123.03284375 |
| transcript.pyannote[18].speaker |
SPEAKER_01 |
| transcript.pyannote[18].start |
123.30284375 |
| transcript.pyannote[18].end |
125.44596875 |
| transcript.pyannote[19].speaker |
SPEAKER_01 |
| transcript.pyannote[19].start |
125.71596875 |
| transcript.pyannote[19].end |
126.44159375 |
| transcript.pyannote[20].speaker |
SPEAKER_01 |
| transcript.pyannote[20].start |
126.77909375 |
| transcript.pyannote[20].end |
127.65659375 |
| transcript.pyannote[21].speaker |
SPEAKER_01 |
| transcript.pyannote[21].start |
128.46659375 |
| transcript.pyannote[21].end |
129.31034375 |
| transcript.pyannote[22].speaker |
SPEAKER_00 |
| transcript.pyannote[22].start |
128.61846875 |
| transcript.pyannote[22].end |
128.95596875 |
| transcript.pyannote[23].speaker |
SPEAKER_01 |
| transcript.pyannote[23].start |
129.79971875 |
| transcript.pyannote[23].end |
137.61284375 |
| transcript.pyannote[24].speaker |
SPEAKER_00 |
| transcript.pyannote[24].start |
134.33909375 |
| transcript.pyannote[24].end |
139.53659375 |
| transcript.pyannote[25].speaker |
SPEAKER_01 |
| transcript.pyannote[25].start |
138.38909375 |
| transcript.pyannote[25].end |
168.61221875 |
| transcript.pyannote[26].speaker |
SPEAKER_00 |
| transcript.pyannote[26].start |
144.68346875 |
| transcript.pyannote[26].end |
145.18971875 |
| transcript.pyannote[27].speaker |
SPEAKER_00 |
| transcript.pyannote[27].start |
168.61221875 |
| transcript.pyannote[27].end |
178.36596875 |
| transcript.pyannote[28].speaker |
SPEAKER_00 |
| transcript.pyannote[28].start |
178.78784375 |
| transcript.pyannote[28].end |
181.55534375 |
| transcript.pyannote[29].speaker |
SPEAKER_01 |
| transcript.pyannote[29].start |
181.55534375 |
| transcript.pyannote[29].end |
189.09846875 |
| transcript.pyannote[30].speaker |
SPEAKER_01 |
| transcript.pyannote[30].start |
189.80721875 |
| transcript.pyannote[30].end |
210.78284375 |
| transcript.pyannote[31].speaker |
SPEAKER_01 |
| transcript.pyannote[31].start |
211.22159375 |
| transcript.pyannote[31].end |
218.56221875 |
| transcript.pyannote[32].speaker |
SPEAKER_00 |
| transcript.pyannote[32].start |
217.98846875 |
| transcript.pyannote[32].end |
218.61284375 |
| transcript.pyannote[33].speaker |
SPEAKER_01 |
| transcript.pyannote[33].start |
218.61284375 |
| transcript.pyannote[33].end |
218.64659375 |
| transcript.pyannote[34].speaker |
SPEAKER_00 |
| transcript.pyannote[34].start |
218.64659375 |
| transcript.pyannote[34].end |
218.73096875 |
| transcript.pyannote[35].speaker |
SPEAKER_01 |
| transcript.pyannote[35].start |
218.73096875 |
| transcript.pyannote[35].end |
219.25409375 |
| transcript.pyannote[36].speaker |
SPEAKER_00 |
| transcript.pyannote[36].start |
219.25409375 |
| transcript.pyannote[36].end |
219.99659375 |
| transcript.pyannote[37].speaker |
SPEAKER_00 |
| transcript.pyannote[37].start |
220.51971875 |
| transcript.pyannote[37].end |
246.25409375 |
| transcript.pyannote[38].speaker |
SPEAKER_00 |
| transcript.pyannote[38].start |
246.65909375 |
| transcript.pyannote[38].end |
248.05971875 |
| transcript.pyannote[39].speaker |
SPEAKER_00 |
| transcript.pyannote[39].start |
248.11034375 |
| transcript.pyannote[39].end |
254.03346875 |
| transcript.pyannote[40].speaker |
SPEAKER_01 |
| transcript.pyannote[40].start |
254.37096875 |
| transcript.pyannote[40].end |
262.09971875 |
| transcript.pyannote[41].speaker |
SPEAKER_01 |
| transcript.pyannote[41].start |
262.48784375 |
| transcript.pyannote[41].end |
283.51409375 |
| transcript.pyannote[42].speaker |
SPEAKER_00 |
| transcript.pyannote[42].start |
283.51409375 |
| transcript.pyannote[42].end |
285.20159375 |
| transcript.pyannote[43].speaker |
SPEAKER_00 |
| transcript.pyannote[43].start |
285.82596875 |
| transcript.pyannote[43].end |
290.17971875 |
| transcript.pyannote[44].speaker |
SPEAKER_00 |
| transcript.pyannote[44].start |
291.02346875 |
| transcript.pyannote[44].end |
291.05721875 |
| transcript.pyannote[45].speaker |
SPEAKER_01 |
| transcript.pyannote[45].start |
291.05721875 |
| transcript.pyannote[45].end |
291.68159375 |
| transcript.pyannote[46].speaker |
SPEAKER_01 |
| transcript.pyannote[46].start |
292.08659375 |
| transcript.pyannote[46].end |
299.08971875 |
| transcript.pyannote[47].speaker |
SPEAKER_00 |
| transcript.pyannote[47].start |
299.66346875 |
| transcript.pyannote[47].end |
299.74784375 |
| transcript.pyannote[48].speaker |
SPEAKER_01 |
| transcript.pyannote[48].start |
299.74784375 |
| transcript.pyannote[48].end |
309.26534375 |
| transcript.pyannote[49].speaker |
SPEAKER_00 |
| transcript.pyannote[49].start |
308.79284375 |
| transcript.pyannote[49].end |
311.15534375 |
| transcript.pyannote[50].speaker |
SPEAKER_00 |
| transcript.pyannote[50].start |
311.72909375 |
| transcript.pyannote[50].end |
328.85721875 |
| transcript.pyannote[51].speaker |
SPEAKER_01 |
| transcript.pyannote[51].start |
322.81596875 |
| transcript.pyannote[51].end |
323.17034375 |
| transcript.pyannote[52].speaker |
SPEAKER_00 |
| transcript.pyannote[52].start |
328.97534375 |
| transcript.pyannote[52].end |
329.04284375 |
| transcript.pyannote[53].speaker |
SPEAKER_01 |
| transcript.pyannote[53].start |
329.04284375 |
| transcript.pyannote[53].end |
329.21159375 |
| transcript.pyannote[54].speaker |
SPEAKER_00 |
| transcript.pyannote[54].start |
329.21159375 |
| transcript.pyannote[54].end |
342.61034375 |
| transcript.pyannote[55].speaker |
SPEAKER_00 |
| transcript.pyannote[55].start |
342.82971875 |
| transcript.pyannote[55].end |
365.74596875 |
| transcript.pyannote[56].speaker |
SPEAKER_01 |
| transcript.pyannote[56].start |
365.74596875 |
| transcript.pyannote[56].end |
377.37284375 |
| transcript.pyannote[57].speaker |
SPEAKER_01 |
| transcript.pyannote[57].start |
377.91284375 |
| transcript.pyannote[57].end |
399.96846875 |
| transcript.pyannote[58].speaker |
SPEAKER_00 |
| transcript.pyannote[58].start |
398.39909375 |
| transcript.pyannote[58].end |
399.10784375 |
| transcript.pyannote[59].speaker |
SPEAKER_00 |
| transcript.pyannote[59].start |
399.96846875 |
| transcript.pyannote[59].end |
400.00221875 |
| transcript.pyannote[60].speaker |
SPEAKER_01 |
| transcript.pyannote[60].start |
400.00221875 |
| transcript.pyannote[60].end |
414.75096875 |
| transcript.pyannote[61].speaker |
SPEAKER_01 |
| transcript.pyannote[61].start |
415.07159375 |
| transcript.pyannote[61].end |
417.31596875 |
| transcript.pyannote[62].speaker |
SPEAKER_01 |
| transcript.pyannote[62].start |
417.50159375 |
| transcript.pyannote[62].end |
422.49659375 |
| transcript.pyannote[63].speaker |
SPEAKER_00 |
| transcript.pyannote[63].start |
417.51846875 |
| transcript.pyannote[63].end |
418.07534375 |
| transcript.pyannote[64].speaker |
SPEAKER_00 |
| transcript.pyannote[64].start |
422.49659375 |
| transcript.pyannote[64].end |
430.73159375 |
| transcript.pyannote[65].speaker |
SPEAKER_01 |
| transcript.pyannote[65].start |
430.73159375 |
| transcript.pyannote[65].end |
433.14471875 |
| transcript.pyannote[66].speaker |
SPEAKER_00 |
| transcript.pyannote[66].start |
430.88346875 |
| transcript.pyannote[66].end |
431.49096875 |
| transcript.pyannote[67].speaker |
SPEAKER_01 |
| transcript.pyannote[67].start |
433.49909375 |
| transcript.pyannote[67].end |
437.71784375 |
| transcript.pyannote[68].speaker |
SPEAKER_00 |
| transcript.pyannote[68].start |
437.71784375 |
| transcript.pyannote[68].end |
438.13971875 |
| transcript.pyannote[69].speaker |
SPEAKER_01 |
| transcript.pyannote[69].start |
438.05534375 |
| transcript.pyannote[69].end |
446.29034375 |
| transcript.pyannote[70].speaker |
SPEAKER_00 |
| transcript.pyannote[70].start |
442.13909375 |
| transcript.pyannote[70].end |
442.20659375 |
| transcript.pyannote[71].speaker |
SPEAKER_00 |
| transcript.pyannote[71].start |
446.29034375 |
| transcript.pyannote[71].end |
451.89284375 |
| transcript.pyannote[72].speaker |
SPEAKER_01 |
| transcript.pyannote[72].start |
451.89284375 |
| transcript.pyannote[72].end |
470.16846875 |
| transcript.pyannote[73].speaker |
SPEAKER_00 |
| transcript.pyannote[73].start |
459.23346875 |
| transcript.pyannote[73].end |
459.80721875 |
| transcript.pyannote[74].speaker |
SPEAKER_00 |
| transcript.pyannote[74].start |
468.43034375 |
| transcript.pyannote[74].end |
469.07159375 |
| transcript.pyannote[75].speaker |
SPEAKER_00 |
| transcript.pyannote[75].start |
470.16846875 |
| transcript.pyannote[75].end |
493.96221875 |
| transcript.pyannote[76].speaker |
SPEAKER_01 |
| transcript.pyannote[76].start |
493.96221875 |
| transcript.pyannote[76].end |
514.26284375 |
| transcript.pyannote[77].speaker |
SPEAKER_00 |
| transcript.pyannote[77].start |
508.12034375 |
| transcript.pyannote[77].end |
508.87971875 |
| transcript.pyannote[78].speaker |
SPEAKER_00 |
| transcript.pyannote[78].start |
513.89159375 |
| transcript.pyannote[78].end |
527.00346875 |
| transcript.pyannote[79].speaker |
SPEAKER_00 |
| transcript.pyannote[79].start |
527.32409375 |
| transcript.pyannote[79].end |
532.31909375 |
| transcript.pyannote[80].speaker |
SPEAKER_01 |
| transcript.pyannote[80].start |
532.31909375 |
| transcript.pyannote[80].end |
532.33596875 |
| transcript.pyannote[81].speaker |
SPEAKER_00 |
| transcript.pyannote[81].start |
532.50471875 |
| transcript.pyannote[81].end |
533.73659375 |
| transcript.pyannote[82].speaker |
SPEAKER_01 |
| transcript.pyannote[82].start |
533.73659375 |
| transcript.pyannote[82].end |
533.80409375 |
| transcript.pyannote[83].speaker |
SPEAKER_01 |
| transcript.pyannote[83].start |
534.24284375 |
| transcript.pyannote[83].end |
543.05159375 |
| transcript.pyannote[84].speaker |
SPEAKER_01 |
| transcript.pyannote[84].start |
543.74346875 |
| transcript.pyannote[84].end |
564.34784375 |
| transcript.pyannote[85].speaker |
SPEAKER_00 |
| transcript.pyannote[85].start |
564.34784375 |
| transcript.pyannote[85].end |
569.84909375 |
| transcript.pyannote[86].speaker |
SPEAKER_00 |
| transcript.pyannote[86].start |
570.06846875 |
| transcript.pyannote[86].end |
573.66284375 |
| transcript.pyannote[87].speaker |
SPEAKER_00 |
| transcript.pyannote[87].start |
574.20284375 |
| transcript.pyannote[87].end |
576.61596875 |
| transcript.pyannote[88].speaker |
SPEAKER_00 |
| transcript.pyannote[88].start |
577.12221875 |
| transcript.pyannote[88].end |
581.03721875 |
| transcript.pyannote[89].speaker |
SPEAKER_01 |
| transcript.pyannote[89].start |
580.19346875 |
| transcript.pyannote[89].end |
601.77659375 |
| transcript.pyannote[90].speaker |
SPEAKER_00 |
| transcript.pyannote[90].start |
601.67534375 |
| transcript.pyannote[90].end |
602.35034375 |
| transcript.pyannote[91].speaker |
SPEAKER_01 |
| transcript.pyannote[91].start |
602.04659375 |
| transcript.pyannote[91].end |
609.84284375 |
| transcript.pyannote[92].speaker |
SPEAKER_00 |
| transcript.pyannote[92].start |
605.45534375 |
| transcript.pyannote[92].end |
606.16409375 |
| transcript.pyannote[93].speaker |
SPEAKER_00 |
| transcript.pyannote[93].start |
606.23159375 |
| transcript.pyannote[93].end |
606.77159375 |
| transcript.pyannote[94].speaker |
SPEAKER_00 |
| transcript.pyannote[94].start |
607.63221875 |
| transcript.pyannote[94].end |
608.15534375 |
| transcript.pyannote[95].speaker |
SPEAKER_00 |
| transcript.pyannote[95].start |
609.45471875 |
| transcript.pyannote[95].end |
649.93784375 |
| transcript.pyannote[96].speaker |
SPEAKER_01 |
| transcript.pyannote[96].start |
627.00471875 |
| transcript.pyannote[96].end |
627.08909375 |
| transcript.pyannote[97].speaker |
SPEAKER_01 |
| transcript.pyannote[97].start |
649.93784375 |
| transcript.pyannote[97].end |
673.71471875 |
| transcript.pyannote[98].speaker |
SPEAKER_00 |
| transcript.pyannote[98].start |
673.12409375 |
| transcript.pyannote[98].end |
720.84659375 |
| transcript.pyannote[99].speaker |
SPEAKER_01 |
| transcript.pyannote[99].start |
720.18846875 |
| transcript.pyannote[99].end |
724.64346875 |
| transcript.pyannote[100].speaker |
SPEAKER_01 |
| transcript.pyannote[100].start |
724.91346875 |
| transcript.pyannote[100].end |
736.57409375 |
| transcript.pyannote[101].speaker |
SPEAKER_00 |
| transcript.pyannote[101].start |
732.96284375 |
| transcript.pyannote[101].end |
734.39721875 |
| transcript.pyannote[102].speaker |
SPEAKER_00 |
| transcript.pyannote[102].start |
735.37596875 |
| transcript.pyannote[102].end |
736.11846875 |
| transcript.pyannote[103].speaker |
SPEAKER_00 |
| transcript.pyannote[103].start |
736.57409375 |
| transcript.pyannote[103].end |
739.32471875 |
| transcript.pyannote[104].speaker |
SPEAKER_01 |
| transcript.pyannote[104].start |
737.21534375 |
| transcript.pyannote[104].end |
737.75534375 |
| transcript.pyannote[105].speaker |
SPEAKER_01 |
| transcript.pyannote[105].start |
737.90721875 |
| transcript.pyannote[105].end |
739.10534375 |
| transcript.pyannote[106].speaker |
SPEAKER_00 |
| transcript.pyannote[106].start |
740.25284375 |
| transcript.pyannote[106].end |
741.83909375 |
| transcript.pyannote[107].speaker |
SPEAKER_00 |
| transcript.pyannote[107].start |
742.86846875 |
| transcript.pyannote[107].end |
743.22284375 |
| transcript.pyannote[108].speaker |
SPEAKER_00 |
| transcript.pyannote[108].start |
745.04534375 |
| transcript.pyannote[108].end |
745.66971875 |
| transcript.pyannote[109].speaker |
SPEAKER_00 |
| transcript.pyannote[109].start |
746.46284375 |
| transcript.pyannote[109].end |
747.05346875 |
| transcript.pyannote[110].speaker |
SPEAKER_00 |
| transcript.pyannote[110].start |
747.28971875 |
| transcript.pyannote[110].end |
747.84659375 |
| transcript.whisperx[0].start |
6.898 |
| transcript.whisperx[0].end |
18.484 |
| transcript.whisperx[0].text |
謝謝主席還有這個與會的委員還有這個楊總裁我們各單位的主管是不是也請楊總裁那請楊總裁 |
| transcript.whisperx[1].start |
26.307 |
| transcript.whisperx[1].end |
51.073 |
| transcript.whisperx[1].text |
李委員長總裁你好是總裁我想下個禮拜四要召開第一季的禮監事會那有媒體報導四月電價面臨調漲的壓力那央行可能會出現預防性的升息的壓力總裁上個禮拜行政院公布二月消費者物價指數CPI年增率百分之1.58 |
| transcript.whisperx[2].start |
53.334 |
| transcript.whisperx[2].end |
70.144 |
| transcript.whisperx[2].text |
除了征服創近四年新低的趨勢之外主計總數更表示目前的物價情勢相對的平穩那我請問總裁如果最近調漲電價你認為對消費者物價指數有什麼影響 |
| transcript.whisperx[3].start |
78.534 |
| transcript.whisperx[3].end |
99.898 |
| transcript.whisperx[3].text |
電價如果說根據以往的一個他調整的弧度還有就是說他對CPI的影響來講的話如果說根據前幾波的一個調整的一個弧度那對CPI的一個影響會有影響但是不會影響不大是吧對影響不大 |
| transcript.whisperx[4].start |
101.958 |
| transcript.whisperx[4].end |
123.928 |
| transcript.whisperx[4].text |
總裁因為電價調漲因素會不會成為央行這次決定升息與火的催化劑會不會我想第一個就是說是由我們的理事來討論這個議題不過我們如果說看到我們目前的一個物價算是平穩所以說你認為不會影響還是一樣 |
| transcript.whisperx[5].start |
131.072 |
| transcript.whisperx[5].end |
157.067 |
| transcript.whisperx[5].text |
我想這個還是要因為下個禮拜四就是會討論這個跟電價完全沒有關係到目前為止因為電價是要四月份不過就是說四月份但是有一些預期的心理基本上如果說我們看趨勢就主計總會看的那個趨勢是慢慢的是在下來的所以去年你看到2.18 |
| transcript.whisperx[6].start |
158.228 |
| transcript.whisperx[6].end |
177.579 |
| transcript.whisperx[6].text |
那在1月2月的2.12平均2.12但是呢我們的核心的CPI呢是在2%以下已經是幾年都是2%以下那個總裁又或者目前央行考量升息還必須有其他的這個成就條件我請總裁 |
| transcript.whisperx[7].start |
178.88 |
| transcript.whisperx[7].end |
197.942 |
| transcript.whisperx[7].text |
你來述明這些理由好不好是啦 我想主要的中央銀行到目前為止我們還是看第一個是通膨跟通膨預期那第二個看看其他主要央行他的一個調整貨幣政策的調整的一個情況 |
| transcript.whisperx[8].start |
199.003 |
| transcript.whisperx[8].end |
218.043 |
| transcript.whisperx[8].text |
第三個就是說也要看國際的經濟金融的情況是怎麼樣那當然我們台灣的一個目前的一個經濟的發展情況我們也要考量那這個都是我們要考量升息調整貨幣政策的一個主要參考的議案這樣齁總裁 |
| transcript.whisperx[9].start |
220.586 |
| transcript.whisperx[9].end |
242.864 |
| transcript.whisperx[9].text |
美國聯準會主席鮑威爾指出儘管市場普遍預期FED可能會在2025年內降息但他說這一決策不會基於一時的市場波動或政策的猜測而是依賴更為清晰的數據和未來經濟的發展那我請問總裁 |
| transcript.whisperx[10].start |
246.747 |
| transcript.whisperx[10].end |
260.646 |
| transcript.whisperx[10].text |
那你認為目前國內貨幣政策觀察的重要指標是什麼我剛剛也是在跟委員報告我們觀察的指標主要還是通膨還有通膨的預期 |
| transcript.whisperx[11].start |
263.069 |
| transcript.whisperx[11].end |
289.98 |
| transcript.whisperx[11].text |
那還有就是說整個全球的經濟金融的情況是怎麼樣那當然我們也要考量到今年我們的經濟成長是怎麼樣特別是在川普2.0出來了以後他的一個不確定性對整個全球經濟金融的影響是怎麼樣這個是我們必須要考量的那我請問要決定升息或降息央行應該採取哪種方式 |
| transcript.whisperx[12].start |
292.933 |
| transcript.whisperx[12].end |
315.011 |
| transcript.whisperx[12].text |
我想呢升息降息呢主要的還是就是說我們的政策利率看要不要調整啦這樣喔是啊對啊就是看看我們的我們的discount rate我們的政策利率要不要調啊要不要調整啊主要的還是這樣總裁是就鮑爾的看法本席認為美國聯準會也十分審慎評估國內外整體的現況來決定升 |
| transcript.whisperx[13].start |
320.535 |
| transcript.whisperx[13].end |
341.471 |
| transcript.whisperx[13].text |
降息 余火是不是升或降但是從美國總統川普發動關稅戰的範圍擴大美股也已經出現可能反應經濟衰退的持續大跌那總裁川普上任兩個月從上月20號 |
| transcript.whisperx[14].start |
343.232 |
| transcript.whisperx[14].end |
367.741 |
| transcript.whisperx[14].text |
開始到現在美國日本韓國啊股市都出現相當大的跌幅台股也從近期的高點兩萬三千多點下跌到兩萬一千多點那請問總裁這是不是關稅戰導致台股大盤提前來反映你認為呢對那個委員講得不錯不過我認為就是說 |
| transcript.whisperx[15].start |
372.043 |
| transcript.whisperx[15].end |
397.169 |
| transcript.whisperx[15].text |
川普我們在我們的報告第六頁這邊也有談到事實上現在是一個川普的行情慢慢的降溫慢慢的降溫那所以呢美國的股市在做一個collection因為他太高了那台灣的股市全球的股市也因為受到川普2.0不確定性的一個影響所以現在都是在做 |
| transcript.whisperx[16].start |
398.109 |
| transcript.whisperx[16].end |
416.823 |
| transcript.whisperx[16].text |
所以說我們也受到衝擊我們也受到衝擊不過呢到目前為止呢是稍微是回復到他九月份那個時候是一直衝高嘛那現在是回檔所以也就是說回復到九月以前的那個水準 |
| transcript.whisperx[17].start |
417.563 |
| transcript.whisperx[17].end |
437.482 |
| transcript.whisperx[17].text |
所以不是說它的correction是非常的大好像也沒有總裁國際股市出現一個月的跌勢那你認為這是不是代表未來整個經濟衰退的信號已經出現了我個人是當然現在好像是市場是瀰漫的這樣的一個看法 |
| transcript.whisperx[18].start |
438.122 |
| transcript.whisperx[18].end |
458.121 |
| transcript.whisperx[18].text |
不過呢 我也覺得這是還是一個回檔啦回檔就像我們第六頁這邊所表達的事實上它是一個回檔那你認為這是不是預期心理下的恐慌性的下跌對 應該是啦也有一點就是它的恐慌它不確定性的這個恐慌是上升的 |
| transcript.whisperx[19].start |
458.641 |
| transcript.whisperx[19].end |
463.206 |
| transcript.whisperx[19].text |
是上升的因為他歡來互聚的一下子就25%一下子就50%那導致市場他的一個情緒是做一個回檔美國總統川普表示美國經濟正面臨過渡期 |
| transcript.whisperx[20].start |
475.598 |
| transcript.whisperx[20].end |
502.238 |
| transcript.whisperx[20].text |
如果以外界來解讀那川普開打關稅戰觸發整個全球經濟的衰退的可能性應該不小那我請問總裁全球經濟衰退你認為美國難道可以獨善其身嗎你認為我們的報告這邊我們是引用S&P Global它的一個預測那基本上它的預測的都認為說 |
| transcript.whisperx[21].start |
504.619 |
| transcript.whisperx[21].end |
531.64 |
| transcript.whisperx[21].text |
川普的2.0會導致全球的經濟會下降但是他對美國倒是他總覺得美國的經濟是還有韌性的所以我要請教總裁美國到底他的優勢是在哪裡那要是如果不行那商人出身的川普到底是什麼心態提出這種可能傷敵一千自損八百的關稅政策 |
| transcript.whisperx[22].start |
533.041 |
| transcript.whisperx[22].end |
542.221 |
| transcript.whisperx[22].text |
你認為呢?對,美國是很特殊啦美國因為它是一個全球最大的一個消費國 |
| transcript.whisperx[23].start |
544.286 |
| transcript.whisperx[23].end |
571.334 |
| transcript.whisperx[23].text |
當然他也是最大的赤字他的賤果赤字他的那個貿易赤字那所以呢他有這個他這個就是說他是希望用這樣的一個關稅的一個的這個工具呢要達到他平衡貿易平衡的一個目的那你認為川普採取的打打彈彈的這種兩手策略對他 |
| transcript.whisperx[24].start |
572.154 |
| transcript.whisperx[24].end |
597.6 |
| transcript.whisperx[24].text |
主要就是你認為他的目的想法就是那個總裁你認為他是怎麼樣的一個想法主要的我們在我們的報告第10頁也有講到他是國安的戰略也就是說他的製造業要回流要回去那個他講求是公平交易他都認為就是說因為他赤字他貿易赤字他總覺得貿易順差的國家 |
| transcript.whisperx[25].start |
600.141 |
| transcript.whisperx[25].end |
628.261 |
| transcript.whisperx[25].text |
都占他的便宜這樣子對還有另外他是邊境的安全就是說那些的那個所以他最主要的目的是在這裡你像原油價格的變動對全球經濟會產生影響而全球經濟的狀況又會影響原油的價格對上一季央行理監事會表示國際原油這個近年來這個低檔盤整帶動人員價格下跌那總裁以第一季油價走勢 |
| transcript.whisperx[26].start |
629.982 |
| transcript.whisperx[26].end |
658.311 |
| transcript.whisperx[26].text |
及各界對2025年經濟景氣的預測再加上川普擴大關稅戰的催化那請問原先對經濟景氣溫和成長的預測會不會因為太多負面不確定的因素導致整個全球經濟景氣反轉向下的趨勢所以就是說委員也問得很好事實上現在市場瀰漫著不確定性的因素 |
| transcript.whisperx[27].start |
658.951 |
| transcript.whisperx[27].end |
680.507 |
| transcript.whisperx[27].text |
那這個不確定因素呢他會影響到什麼他會影響到投資廠商的投資也會影響到消費者的消費那這個對經濟成長都不是很好所以我就要密切關注他的一個對整個最後一個議題我再請教總裁根據主計總數二月的物價變動概況消費者物價指數CPI的年賃率1.58%是四年來的新低 |
| transcript.whisperx[28].start |
685.33 |
| transcript.whisperx[28].end |
713.613 |
| transcript.whisperx[28].text |
加上扣除蔬菜水果以及能源後核心的CPI上漲0.98%也創造四年來的新低那總裁主計總署認為當前物價雖然平穩但是還是高於通膨的警戒值那我請問以目前我們整個蔬果肉類啦水產品以及外食會等等這些價格上漲加上房租啦醫療費用的 |
| transcript.whisperx[29].start |
716.095 |
| transcript.whisperx[29].end |
738.988 |
| transcript.whisperx[29].text |
長勢的延續是不是會造成整個物價通膨警戒的阻因是不是啊 我想也沒有錯啦最主要的還是就是說那個能源這個是沒有問題但是現在就蔬菜水果蔬菜水果還有就是服務類就是外食啦還有房租啦這些都是壓力這樣喔對 是好 這樣我了解 謝謝好 謝謝好 謝謝林委員的質詢請 請帶一下 |
| transcript.whisperx[30].start |
745.424 |
| transcript.whisperx[30].end |
745.565 |
| transcript.whisperx[30].text |
好 親愛的 |